Panels overview

Last update: Thu Jan 16 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

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Panels

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A panel is a collection of tables and visualizations. You can access panels from the top-left icon in Workspace or a blank panel. Panels are helpful when you want to organize your projects according to time periods, report suites, or analysis use case.

Panel types

The following panel types are available in Analysis Workspace for Customer Journey Analytics:

Panel name

Description

Blank panel

Choose from available panels and visualizations to start your analysis.

Attribution

Quickly compare and visualize any number of attribution models using any dimension and conversion metric.

Analytics for Target

Analyze Target activities and experiences in Analysis Workspace.

Freeform

Perform unlimited comparisons and breakdowns, then add visualizations to tell a rich data story.

Media average minute audience

Analyze the average minute audience for a specific piece of content, or over a customized time period.

Media concurrent viewers

Analyze concurrent viewers over time, with details on peak concurrency and the ability to break down and compare.

Media playback time spent

Analyze playback time spent to understand where peak concurrencies occur or where drop-oﬀs happen.

Next or previous item

Show the next or previous pages people go to.

Quick insights

Quickly build a freeform table and an accompanying visualization to analyze and uncover insights faster.

Segment comparison

Quickly compare two segments across all data points to automatically find relevant differences.

Quick insights, Blank and Freeform panels are great places to start your analysis, while Attribution lends itself to more advanced analyses. A is available at the bottom of your canvas, so you can add blank panels at any time.

The default starting panel is the Freeform panel, but you can make the Blank panel or Quick insights your default as well. See Projects & Analysis preferences.

Create a panel

To create a panel :

Drag and drop a panel from the Panels left panel onto your canvas.
Select a panel from the Blank panel.
Use Insert menu in Workspace and select your panel. Alternatively, you can use any of the shortcuts to insert a panel.

You can:

Select within any panel to add another visualization. A popup appears that allows you to select a visualization.

Popup showing possible visualizations

table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 9-row-2 10-row-2 11-row-2 12-row-2 13-row-2 14-row-2 15-row-2 16-row-2
Select…	To create a…
	Freeform table
	Line
	Bar
	Summary number
	Text
	Fallout
	Flow
	Area stacked
	Cohort table
	Bullet
	Donut
	Summary change
	Histogram
	Scatter
	Venn
	Treemap

Select outside the last panel in your workspace to add another Blank panel.

Report suite

Each panel is associated with a report suite, identified by name of report suite in the dropdown menu at the top right of the panel.

When you create a new panel, the default report suite is based on the report suite of the panel you last worked on in the Analysis Workspace project.

Within a project, you can use one or many report suites depending on your analysis use cases.

The list of report suites is sorted on relevancy, which Adobe defines based on how recently and frequently the suite has been used by the current user, and how frequently the suite is used within the organization.

IMPORTANT

The selected report suite determines what dimensions, metrics, and segments are available for building visualizations in a panel.

When you switch a report suite for a panel, some of the components might not be available in that new report suite. This change can cause your visualization not to render properly. You might see warnings like:

This panel contains components that are not enabled in the selected report suite. Please change the report suite or enable the required components in the report suite.
Unable to render visualization: Please check your columns and rows to ensure they contain valid components.

Calendar

The panel calendar controls the reporting date range for tables and visualizations within a panel.

NOTE

If a

Date range component is used within a visualization or panel (for example, as a segment), the date range component overrides the panel calendar.

The calendar window showing the selected date range.

Select a date range by selecting first the start date and then the end date.
Alternatively, you can select a Preset from the Select a preset dropdown menu.
Optionally, select Show advanced settings to:
- Specify Start time and End time other than the default 12:00 AM (0:00) and 11:59 PM (23:59). End times always include 59 seconds. For a date range that spans many days, the start time applies to the first day of the date range and the end time applies to the last day in your date range. Use (Reset time values) to reset start and end time to their defaults.
- Make date range components relative to panel calendar. If disabled, date range components used in the panel are relative to the current time. If enabled, date range components used in the panel are relatve to the panel calendar.
- Use rolling dates. If enabled, preset date ranges like Last 7 full days dynamically update as current date and time progress. If disabled, such presets are not updated once applied.
  
  You can select the text in brackets (for exampe fixed start - rolling daily) to extend the panel and specify details for Start and End.
  1. Select Start of, End of, or Fixed day.
  2. When you have selected Start of or End of, you can build a full expression. For example: End of current year plus 1 day. Pick the appropriate value for each individual part of the expression.
    - Select a value for current. For example current year.
    - Select a value for additional calculation. For example, plus.
    - When you have specified additional calculation, specify a value. For example 1.
    - When you have specified additional calculation, select the time period to use for the calculation. For example day.
  Select Hide details to hide the details for rolling dates calculation.
Select Apply to apply the date range to the panel from which you invoked the calendar.
Select Apply to all panels to apply the date range to all panels in the Workspace project.

Drop zone dropzone

The panel drop zone enables you to apply segments and drop-down segments to all tables and visualizations within a panel. You can apply one or many segments to a panel.

Segments

Drag and drop any segments from the left panel into the panel drop zone to begin segmenting your panel. Repeat this process to add additional segments to the panel. Segments appear side by side at the top of the panel.

The left panel shows available Metrics and the Mobile Customer metric dragged to the panel drop zone.

Quick segments

Non-segment components can also be dragged directly into the drop zone to create quick segments, saving you the time and effort of going to the Segment builder. Segments created in this way are automatically defined as event-level segments. This definition can be quickly modified by selecting next to the segment name.

Ad hoc segments that are made public and dropped into the drop zone.

Drop-down segments

View a video explaining dropdown segments.

video poster

https://video.tv.adobe.com/v/23877?format=jpeg

Static drop-down segments

Static drop-down segments enable you to interact with the data in a controlled way. For example, you can add a drop-down segment for Mobile Device Types so that you can segment the panel by Tablet, Mobile Phone, or Desktop.

Static drop-down segments can also be used to consolidate many projects into one. For example, if you have many versions of the same project with different Country segments applied, you can consolidate all versions into a single project and add a Country drop-down segment.

Static drop-down segments showing the Market Channel "Direct" filter highlighted.

Create static drop-down segments

For drop-down segments using dimension items, select a single dimension from the left panel and drop the dimension into the panel drop zone while holding ⇧ (shift). This action creates a drop-down segment with all the dimension items that are associated with that dimension.

Or, if you want the drop-down segment to include only specific dimension items that are associated with a dimension, select the right arrow icon next to the desired dimension in the left panel. This action exposes all available dimension items. Select multiple dimension items from this list using ⇧+ (shift + select) or ^+ (control + select), then drop them into the panel drop zone while holding ⇧.
For drop-down segments using a single component type (for example, only dimensions, or only segments, or only metrics), select multiple items of the same type in the left panel using ⇧+ or ^+ . Then drop the items into the panel drop zone while holding ⇧.

A single drop-down segment is created with components that you selected.
For drop-down segments using a mix of component types (such as 2 metrics and 3 segments), select multiple components using ⇧+ or ^+ . Drop the selection into the panel drop zone while holding ⇧. In this context, all component types are treated as separate drop-down segments. For example, if you include both metrics and dimension items in your selection, two separate drop-down segments are created: one drop-down segment includes dimension items, and the other includes metrics.

A drop-down segment provides the following context menu options:

Delete drop-down: Removes the drop-down segment from the panel.
Delete label: Remove the text displayed above a drop-down segment. To modify the label, hover over the label and select .
Add label: When you add a drop-down segment to a project, a label is automatically set to the component name. If you delete the label, you can add it again with this option.
Require selection: Requires that a segment is set on the panel.

Use static drop-down segments

Users can use the drop-down segment menu in any of the following ways to segment the panel:

Apply a single segment to the panel by selecting the segment from the drop-down segment.
Apply multiple segments to the panel by selecting more than one segment from the drop-down segment. The panel is segmented to include any of the selected segments.

Dynamic drop-down segments

Dynamic drop-down segments allow you to determine available values based on data within the panel’s reporting range and values in other drop-down segments. For example, you can create two dynamic drop-downs using a Countries dimension and a Cities dimension. When you select a country from the Countries drop-down list, the Cities drop-down list dynamically adjusts to show only cities within that country.

This same concept applies to all dimensions; only dimension items that appear within the panel’s date range and selected segments are visible. Dimension items selected in static drop-down segments affect available values in dynamic drop-down segments. However, the inverse is not true; Dimension items selected in dynamic drop-down segments do not affect available values in static drop-down segments.

Manual selection of dimension items is available if you anticipate a certain dimension item to be collected in the future. You can also clear a dynamic drop-down segment so that it does not contain a value, allowing other dynamic drop-down segments to contain more values. Select Reset all to clear the selection from all drop-down segments for that panel.

To create a dynamic drop-down segment:

Drag and drop a single dimension into the panel drop zone while holding ⇧.

Note that Dynamic drop-down segments are not available for metrics, segments, or date ranges.

A dynamic drop-down segment provides the same context menu options as static drop-down segments.

Additional functionality for a panel is available through a context menu (right-click) on the panel header.

The right-click options for a panel header.

The following options are available:

Option

Description

Insert copied panel

Let you paste a copied panel to another place within the project, or into a different project.

Insert copied visualization

Paste a copied visualization to another place within the panel, project, or into a different project.

Apply Report Suite to all panels

Apply the Report Suite for this panel to all other panels in the project.

Copy panel

Copy a panel, so that you can insert it to another place within the project, or into a different project.

Duplicate panel

Makes an exact duplicate of the current panel, which you can then modify.

Collapse all panels

Collapse all project panels.

Expand all panels

Expand all project panels.

Collapse all visualizations in panel

Collapse all visualizations in the current panel.

Expand all visualizations in panel

Expand all visualizations in the current panel.

Edit Description

Add (or edit) a text description for the panel.

Get Panel Link

Direct someone to a specific panel within a project. When the link is selected, the recipient is required to log in before being directed to the exact panel linked to.

Configuration

Some panels (like Attribution, Experimentation, Media average minute audience, and others) have a configuration dialog to assist you in building the visualization. Use at the top of the panel to access and change the configuration.

Configure a panel